Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$18,067,846
+$158,850 QoQ
Shares Held
188,777
+1.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#231
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. SO ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,067,846 | 188,777 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,908,996 | 185,547 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,168,536 | 185,419 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,843,864 | 188,286 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,592,056 | 191,572 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $17,006,060 | 184,949 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,032,125 | 182,606 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,767,888 | 185,938 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,300,152 | 171,460 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,129,081 | 169,070 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,174,514 | 173,624 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,961,432 | 169,367 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $11,248,921 | 160,127 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $11,141,219 | 160,121 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $11,524,859 | 161,390 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $10,870,140 | 159,855 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $11,009,622 | 154,391 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,957,493 | 151,117 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,232,684 | 149,208 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,134,501 | 147,402 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,897,027 | 147,034 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,139,633 | 147,034 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $8,989,113 | 146,331 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $7,624,687 | 140,625 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $7,241,578 | 139,664 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,477,112 | 138,107 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||